We offer affordable prices, which we divided into three packages. However, we offer custom pricing, for which you will have to contact us, and we will send you a free analysis of your current state and the cost of managing a separate service or a complete solution. Do get in touch, and we will be happy to consult you free of charge.
SMSF-Packages
Self-Managed Super Fund (SMSF)
Basic SMSF
€$148.50Per month
- Up to 10 investments
- Consulting & tax advice
- Acting as the mail house
- ASIC compliance
- Financials and tax return
- Organise the annual audit
- Sign Up
Standard SMSF
€$187Per month
- Up to 15 investments
- Rental property or Unlisted/Complex investment
- Consulting & tax advice
- Acting as the mail house
- ASIC compliance
- Financials and tax return
- Organise the annual audit
- Sign Up
Premium SMSF
$$250Per month
- Up to 25 investments
- Up to 3 Rental properties & Unlisted/Complex investments
- Consulting & tax advice
- Acting as the mail house
- ASIC compliance
- Financials and tax return
- Organise the annual audit
- Sign Up
Our Accounting & Tax division has in-depth knowledge and experience concerning Self Managed Superannuation Funds (SMSF) administration and taxation aspects. We provide the most cost-effective, non-advisory administration service for Self managed superannuation funds. Our services include but are not limited to;
- New SMSF set-ups & ABN/TFN Registrations
- Perform tax compliance obligations
- Taxation of superannuation contributions, eligible termination payments and pension calculation & set-up
- Preparation of Audits, financial reports & investment performance reports
- Taxation planning pre and post retirement
- Help you implement various strategies for converting SMSF from accumulation to pension phase
Our assurance to you
We assure you that all our services are high standard within the industry. A.T Partners strongly believe in educating our clients and ensuring they understand the implications & benefits of having their superannuation fund. Therefore, we’ve set up a Resource Centre to provide you with all the necessary information and tools for setting up and administering your SMSF.
We offer a minimum annual fixed fee of $1,404* for a Self Managed Superannuation Fund (SMSF) Annual Administration. The fee is based on 10 different Australian investments with no limit on the number of transactions in the SMSF, irrespective of the size of the fund. The same price applies irrelevant of the number of members in the fund, with a corporate or non-corporate trustee. The fixed fee is entirely on the information provided by the client at the time of sign-up.
The service includes the preparation of financial accounts, tax return and lodgement with the ATO. The audit fee will be quoted separately (generally $385). If your SMSF exceeds 10 Australian investments or has a complex investment as per our fixed quote, please contact us to request a new quote. We guarantee it will still be the lowest in the market.
Please view our SMSF Annual Admin request form
To obtain a fixed fee quote your SMSF must meet the following criteria:
- Complying Investment Strategy
- Complying Investments
- Complying Trust Deed
- Have a Tax File Number (TFN)
- Have an Australian Business Number (ABN)
- All the ATO, SIS and other superannuation guidelines are complied with
The fixed fee quote DOES NOT include:
- Annual PAYG, BAS, IAS preparation & lodgement or calculations
- An Actuarial Certificate
- An Audit Fee
SMSF annual financial report includes:
- Operating Statement
- Statement of Financial Position
- Notes to Accounts
- Members Statements
- Minutes of Trustees’ meeting
- Audit Report from the independent auditor
- Fund Income Tax and Regulatory Return
To organise the annual administration for your SMSF, please contact us today
*A.T. Partners’ costs are time-based and depend on the amount of work required to complete a specific task. Other factors which could influence our fees, the completeness and correctness of the records and documents that you provide and if your fund has a large number of transactions per investments. Quoted fee is excluding GST. All work is carried out by qualified and experienced superannuation accountants.
The list of records and documents required for the processing of the Annual administration of your fund are as follows:
- Bank Accounts – Bank statements, term deposits, bank bills, debenture stock statements
- Shares – Contract Notes for Purchases/Sales
- Broker’ transactions statements
- Broker’ cash management account
- Dividend statements
- Dividend re-investment advice statements
- Managed Funds – distribution statements
- Copy of executed Trust Deed
- Investment Strategy
- Documentation relating to any other investment types the fund may have
- Any correspondence from the Australian Taxation Office
- Any other correspondence or Tax Invoices relating to your fund
- Notice of Consent to act as Trustee Form
- Application for Membership Form
- Portfolio Valuation list as at the end of the financial year (issued by your stock broker)
- Roll over Forms
- Employer contributions if applicable (form supplied by A.T.Partners)
- Personal contributions if applicable (form supplied by A.T. Partners)
- For pensions – Actuarial Certificates if applicable
- Any other correspondence relating to or associated with your fund or its activities
Thinking of Buying a Property through your Super Fund?
We can help you throughout the entire process including organising a financial advise if necessary.
When set up correctly, investors are able to build a portfolio of properties and completely eliminate capital gains tax – making self managed super funds the most tax effective and growth orientated wealth building vehicle in Australia.
Discover how you can purchase properties, collect rental income, benefit from significant property appreciation and tax benefits, while boosting your self managed super fund – without increasing your risk!
Let us show you how to:
- Structure your self managed super fund to allow it to borrow to invest in property
- Generate a constant stream of tax-free rental income
- Completely eliminate income and contribution taxes within your self managed super fund
- Cut the ongoing cost of property investing by up to 45%
- Pay off your investment property in a fraction of the time using advanced contribution strategies
- Build a multiple investment property portfolio through your self managed super fund
- Pay no capital gains tax on the sale of your investment properties
- Shelter your assets from debt recovery and bankruptcy charges
A.T. Partners specialise in helping investors better understand their options and navigate through the complex process of buying property in a self managed super fund. In other words we can guide you through the entire process.
There’s never been a better time to invest in property using your self managed super fund. Start today and grow your wealth faster than you ever thought possible!
Please contact us today